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Portfolio (Quarterly) Guide ↗

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

· CIK 0001280487
13F Portfolio $3.3B AUM 446 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 168 Added 158 Reduced 79 Exited
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACGL ARCH CAP GROUP LTD Financial Services 22,375.0 $2.2M 0.07% NEW $97.06 +1.8%
22 COHR COHERENT CORP Technology 5,422.0 $2.1M 0.06% NEW $394.47 -25.1%
23 DYN DYNE THERAPEUTICS INC Healthcare 87,069.0 $1.9M 0.06% NEW $22.21 +17.5%
24 FLUTTER ENTMT PLC 18,157.0 $1.9M 0.06% NEW $102.17
25 HTO H2O AMERICA Utilities 25,619.0 $1.6M 0.05% NEW $60.77 +3.8%
26 MMSI MERIT MED SYS INC Healthcare 21,549.0 $1.5M 0.04% NEW $69.34 +29.1%
27 SPG SIMON PPTY GROUP INC NEW Real Estate 6,498.0 $1.5M 0.04% NEW $223.65 -3.9%
28 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 13,304.0 $1.4M 0.04% NEW $107.78 +4.1%
29 JBL JABIL INC Technology 3,532.0 $1.4M 0.04% NEW $385.48 -19.0%
30 TNDM TANDEM DIABETES CARE INC Healthcare 84,862.0 $1.3M 0.04% NEW $15.09 +41.8%
31 DOC HEALTHPEAK PROPERTIES INC Real Estate 59,349.0 $1.3M 0.04% NEW $21.40 -0.8%
32 ADI ANALOG DEVICES INC Technology 3,089.0 $1.2M 0.04% NEW $397.17 -5.7%
33 TGT TARGET CORP Consumer Defensive 8,614.0 $1.1M 0.03% NEW $130.61 +27.0%
34 DGX QUEST DIAGNOSTICS INC Healthcare 5,273.0 $1.1M 0.03% NEW $211.95 +15.4%
35 HBAN HUNTINGTON BANCSHARES INC Financial Services 60,050.0 $1.1M 0.03% NEW $17.73 -4.9%
36 BBY BEST BUY INC Consumer Cyclical 13,330.0 $1.0M 0.03% NEW $75.88 +10.1%
37 LVS LAS VEGAS SANDS CORP Consumer Cyclical 21,387.0 $988K 0.03% NEW $46.19 -4.2%
38 CARNIVAL CORP LTD 32,845.0 $938K 0.03% NEW $28.57
39 CASY CASEYS GEN STORES INC Consumer Cyclical 1,114.0 $885K 0.03% NEW $794.79 -4.0%
40 ALV AUTOLIV INC Consumer Cyclical 7,033.0 $817K 0.03% NEW $116.17 +5.8%
Page 2 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.2%
Healthcare 14.5%
Financial Services 9.0%
Energy 8.2%
Industrials 8.0%
Consumer Cyclical 5.1%
Communication Services 4.1%
Utilities 3.7%
Consumer Defensive 3.7%
Basic Materials 2.8%